See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 16-6063879 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,176 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,984 | $58,264-43.4% | $86,612-61.9% | $71,457-53.8% |
| Participation rate | 63.4% | 65.0%-1.6pp | 71.7%-8.3pp | 67.9%-4.6pp |
| Annual return | 14.82% | 21.63%-6.8pp | 591.07%-576.3pp | 28.85%-14.0pp |
| Employer contribution / active EE | $1,794 | $2,574-30.3% | $3,022-40.6% | $2,588-30.7% |
| Participant deferral / active EE | $850 | $3,436-75.3% | $4,438-80.9% | $4,289-80.2% |
| Admin fee / account holder | $8 | $1,057-99.2% | $5,614-99.9% | $1,587-99.5% |